Submitted by CRL and SIO

List of problems encountered in reconciling operating ledger.
Trans_Date Doc_Num Trans_Desc Problem Amount Index # Dept
             
    EMF CORRECTIONS        
20000401 12D97 STIP INC 99-00 QTR2 Negative Stip due to EMF error, will be backed by per Judy Sanger 114.83   SIO
19991231 BAEFO886 FR: 540000 EMF ALLOCATED INTO INCORREC FUND, BAJ PROCESSED 75,346.56   SIO
20000331 72277105 WHOI (subcontract payment) EMF WAS CONTACTED TO CALCULATE IDC ON FIRST 25K IN JUNE 12,875.00   SIO
Apr-00 BMEF0636-0001   REBUDGET PER NOA DC01289-09 (REV) 15,748.00 CRL0032 CRL
      EMF made a mistake on this journal and will redo 5/00 per K8's request.      
Jan-00 BMEF0439   Dept had realigned the budget for the new budget period, 208,748.85 all PP funds. CRL
Mar-00 BMEF0640   7 months later EMF made the same adjustment. 2 months later 208,748.85 all PP funds. CRL
Hopefully by 6/00 BMEF0640   EMF made a mistake when attempting to reverse an entry 20,219.73 CRL0027 CRL
      they had tried to correct earlier.      
    DISBURSEMENTS        
             
    Every time an invoice is paid on the wrong PO 2 FORMS NEED TO BE PROCESSED, AN NPET AND AN ENCUMBRANCE DROP        
             
Apr-00 72280610 William H. Morris Bill Morris, Ind. Contractor was paid on a PO that expired 700.00 CRLECTR CRL
Apr-00 72280614 William H. Morris a yr ago (4/30/99). The old PO # 10171908 does not appear 1,150.00 CRLECTR CRL
      on GL's as a lien.      
      And the old PO was liened for $6,000 and $6,900 in invoices      
      have now been expensed against it.      
20000317 72270873 GTE WIRELESS Disb paid against expired blanket PO, expired grant, npet to GF 23.98   SIO
             
    Wrong index charged        
03/08/00 NECRL034 53.82 wrong index # was charged. S/B CRL0023 not CRL0024.   CRL0023 & CRL0024 CRL
03/10/00 NECRL035 1711.18 Disb. Key entered wrong index # S/B CRL0037 not CRL0020.   CRL0020 & CRL0037 CRL
03/13/00 NECRL036 482.51 Disb. Key entered wrong index # S/B CRL0020 not PSY8838.   CRL0020 & PSY8838 CRL
             
             
    CHECK ADJUSTMENTS DUE TO INCORRECT PAYMENTS        
4/18/00 72286356 vendor = Electro-cap PO is for $269.38, invoice is for $1,687.77.     CRL
19991212 72222892 IEEE Po was entered taxable, Disb did not pay tax, ck adj processed 122.76   CRL
20000330 72276602 DELL MARKETING L.P. 343021879 duplicate payment? Packslip is only for one item/verify w/PI 89.44   SIO
20000330 72276929 DELL MARKETING L.P. 343765517 duplicate payment? Packslip is only for one item/verify w/PI 89.44   SIO
20000107 72235642 DHL WORLDWIDE EXPRESS 003199664 $270.31 belongs to MRD, copy to disb to correct 295.05   SIO
20000410 72282097 CYBERIAN OUTPOST, INC 271270101 Payment amt $721.71 but Disb droped entire lien of $1691.41 969.70   SIO
19990907 72169058 Federal Express Corp. 772031852 fed-X charged to the wrong PI, index - (3) copies to correct still pending 141.00   SIO
20000419 72287633 WET LABS tax paid on non-taxable fab/po entered correct/check adj processed 232.11   SIO
19991231 72229597 Harcourt Publishing Inv was in british pounds, Disb paid in us dollars incorrectly 197.18   SIO
20000531 72301655 The Research Foundation Inv was paid twice by Disbursements 3,621.46   SIO
Dec-99 72223408 SDSU Invoice # 50658 May 99' -287.33 CRL0037 CRL
Dec-99 72223416 SDSU Invoice # 50660 July 99' -1321.52 CRL0037 CRL
Dec-99 72223431 SDSU Invoice # 50662 Sept. 99' -2623.02 CRL0037 CRL
Dec-99 72223434 SDSU Invoice # 50663 Oct. 99' -2682.25 CRL0037 CRL
Dec-99 72247112 SDSU Invoice # 51120 Dec. 99' -1711.18 CRL0037 CRL
             
             
             
    ENCUMBRANCE VOUCHERS PROCESSED B/C LIENS WERE NOT DROPPED WHEN INVOICES WERE PAID        
01/03/00 EGCRL092   drop residual lien CRL0013 - Beth Hanenburg -601.05   CRL
01/21/00 EGCRL093   drop residual lien CRL0037 - SDSU NPET on 11/99 GL. -2791.84   CRL
02/09/00 EGCRL094   Disb. Dropped a portion of an invoice this lien drop will -12190.74   CRL
      drop the balance of that invoice. CRL0018, SDSU     CRL
02/14/00 EGCRL095   drop residual lien CRL0023 - PO #20144322 Toys R Us -333.80   CRL
02/21/00 EGCRL096   drop lien for inv. #50929 SDSU CRL0026 -1532.05   CRL
02/21/00 EGCRL097   drop lien for inv. #1, Salk Inst. CRL0028 -13686.83   CRL
03/13/00 EGCRL099   drop lien for inv. #50964 SDSU, CRL0031 -5203.25   CRL
not done yet EGCRL100   to reduce lien on CRL0020. -7023.54   CRL
not done yet EGCRL101   to reduce lien on CRL0020, a portion of lien was not dropped -330.02   CRL
      when invoice was paid.     CRL
04/18/00 EGCRL102   D. Colak, traveler s/b chg to CRL0016 not CRL0012. -1450.00   CRL
04/18/00 EGCRL103   drop residual lien CRL0023 -Toys "R" Us PO #20140471 -71.18   CRL
04/21/00 EGCRL104   to reduce lien on CRL0012. PO # 20150688 Ralph's -153.69   CRL
not done yet EGCRL105   To reduce lien on SDSU CRL0020. Lien was not reduced -559.24   CRL
      when inv. #50872 was paid.      
             
2/25/00 72259316   Disb. Paid 6,280.34 and dropped the lien for 2,983.82. -3296.52 CRL0037 CRL
      KP will drop the balance of this lien when time allows.      
             
not done yet N/A   Need to drop lien for inv. #3, exp. Appeared on 2/00 GL. 4,561.00 CRL0028 CRL
  N/A   KP will do this when time allows.      
not done yet N/A   Need to drop lien for inv. #2 and #4, exp. Appeared on 3/00 GL. 8,396.00 CRL0028 CRL
  N/A   KP will do this when time allows.      
not done yet N/A   Need to drop lien for inv. #51561, exp. Appeared on 3/00 GL. 1,861.83 CRL0030 CRL
  N/A   KP will do this when time allows.      
not done yet N/A   Need to drop travel lien, Travel dept. forgot to do it. 500.00 CRL0031 CRL
  N/A   KP will do this when time allows.      
20000331 FRBKS091 BOOKSTORE RECHARGE COMPUTER HDWR NO LIEN DROP BY BOOKSTORE, ENC JOURNAL PROCESSED 5,645.52   SIO
20000307 178442 Franks, Peter PARTIAL TEV PROCESSED, NO LIEN DROP, ENC JOURNAL PROC 10,000.00   SIO
             
             
             
             
             
    NO INVOICES REC'D FROM DISB-HAD TO REQUEST        
             
20000218 72256564 Sun Microsystems, Inc. 000222692 no invoice rec'd from Disb/req twice still waiting 308.00   SIO
20000323 72273908 Federal Express Corp. 787136105 Fed-X, no backup on file 5.20   SIO
20000330 72276794 Federal Express Corp. 787162930 Fed-X, no backup on file 5.67   SIO
20000426 72290415 DELL MARKETING L.P. no invoice on file from Disb 3,025.66   SIO
20000201 72248068 DHL WORLDWIDE EXPRESS 003340121 no backup from disb, req 5-19 again 24.74   SIO
20000420 72288164 NEWARK ELECTRONICS 001247259 no invoice on file, have not rec'd from Disb 5-19 114.83   SIO
19991212 72222901 Graybar Electric Co., Inc 160819926 no invoice rec'd from Disb/req twice still waiting 768.76   SIO
20000217 72255944 MESA COMPUTERS INC no invoice rec'd from Disb/req twice still waiting 111.98   SIO
20000310 72266672 COMPUSA, INC. no invoice rec'd from Disb/req copy 759.95   SIO
20000330 72276602 DELL MARKETING L.P. no invoice rec'd from Disb/ req twice 89.44   SIO
20000105 72234664 federal Express 783442183 Fed-X, no backup on file 76.70   SIO
20000105 72234664 federal Express 783442183 Fed-X, no backup on file 24.55   SIO
20000302 72261722 ABF FREIGHT SYSTEMS Freight charge, no backup from Disb, requested twice 637.33   SIO
             
             
    INTERNAL DEPARTMENT ISSUES        
20000428 72291777 MCMASTER-CARR SUPPLY COMP 025935334 no packslip on file, copy to Dave to verify 5-19 42.59   SIO
20000430 FRSNF118 LOWER SIO NETWORK will need to print off web, review then mark off all   SIO
20000407 FRSTA102 Storehouse recharges no backup on file, copy to PI to verify 5-19 25.68   SIO
20000407 FRSTA102 Storehouse recharges no backup on file, copy to PI to verify 5-19 23.67   SIO
20000401 FREHA341 EH&S - RADIATION SAFETY SERVICES will need to print off web, review then mark off 30.00   SIO
20000430 FRBKS101 BOOKSTORE RECHARGE BOOKS WIll need to print off web, match to our backup, review, etc all   SIO
20000430 FRSTA102 STOREHOUSE RECHARGES WIll need to print off web, match to our backup, review, etc all   SIO
    TEV'S - ALL verify acct code/$amt/annotate event # and date on ledger all   SIO
20000430 FRODB261 NUTRIENT SAMPLES Copy to tech to verify recharge 326.74   SIO
20000430 FRODB261 NUTRIENT SAMPLES Copy to tech to verify recharge 210.80   SIO
20000331 FRODB260 NUTRIENT SAMPLES Copy to tech to verify recharge 632.40   SIO


Last Updated on 6/21/00
By Terri Varnell
Email: tvarnell@ucsd.edu